Private Wealth Advisor

56 minutes ago

Singapore Great Eastern Full time

Private Wealth Advisor – Great Eastern The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles. Cultivating and maintaining strong, trust-based relationships with HNW clients and their families. Building Great Eastern HNW business and establishing strong referral relationships within Great Eastern and strategic partners. Driving HNW & UHNW sales growth as a leader and influencer. Contributing to Great Eastern HNW developments. Supporting clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review. Conducting and organising training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. Monitoring and reporting on insurance activities, including pipeline tracking, sales reports, and regulatory updates, ensuring all activities comply with internal policies and external regulations. Seniority level Mid-Senior level Employment type Full-time Job function Financial Services and Insurance #J-18808-Ljbffr

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